Wondered why you can’t see eye-to-eye about the financial decisions you face?
Been afraid to talk about “the big financial picture” because it tends to cause fights?
Struggled with implementing a financial plan because it doesn’t connect with you?
Countless financial plans gather dust on the shelf while the underlying money problems continue to compound. Why?!
Most plans fail to incorporate YOU in them and only include calculations and projections. The heart of the plan fails to include:
Your individual experiences
and this may leave couples feeling like a successful financial outcome is insurmountable or overwhelming.
The Good News:
There is a simple and effective tool that may help couples improve conversations around money. When this one, secret ingredient is clarified during initial stages of financial planning, couples may realize improved long-term financial planning results!
In this comprehensive e-guide, you will:
Gain clarity about the lens through which you make financial decisions and how this may impact your overall financial plan’s success or failure.
Uncover why it is not safe to assume that everyone else thinks about money the same way you do AND this doesn’t mean that everyone else is wrong.
Develop a foundation for better communication with your spouse/partner around the topic of money.
Team Duncan offers this free resource to help couples start financial conversations off on the right foot.